We use cashflow modelling to map your current financial position and goals. We then create future scenarios to enable you to make informed financial decisions. We then work with you to define what actions you should take to align your financial strategy with your life goals. We implement the required actions for you and monitor your plans closely to ensure you stay on track.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.